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iShares Russell 2000 ETF

1,822 hedge funds and large institutions have $75.2B invested in iShares Russell 2000 ETF in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 774 increasing their positions, 632 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 110

22% more repeat investments, than reductions

Existing positions increased: 774 | Existing positions reduced: 632

1.52% more ownership

Funds ownership: 106%107.51% (+1.5%)

3% more capital invested

Capital invested by funds: $72.9B → $75.2B (+$2.23B)

0% more funds holding

Funds holding: 1,8201,822 (+2)

13% less funds holding in top 10

Funds holding in top 10: 245214 (-31)

62% less call options, than puts

Call options by funds: $20.7B | Put options by funds: $54.1B

Holders
1,822
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
31.71%
Holding in Top 10
214
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-12.65%
% of All Funds
3.72%
New
138
Increased
774
Reduced
632
Closed
110
Calls
$20.7B
Puts
$54.1B
Net Calls
-$33.4B
Net Calls Change
+$96.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1351
Vestmark Advisory Solutions
Massachusetts
$468K -$4.52M -20,113 -91%
DWM
1352
Doyle Wealth Management
Florida
$468K +$7.87K +35 +2%
CL
1353
CIM LLC
New York
$465K
Luther King Capital Management (LKCM)
1354
Luther King Capital Management (LKCM)
Texas
$465K
COF
1355
Capital One Financial
Virginia
$464K -$20.7K -92 -4%
SFSIG
1356
San Francisco Sentry Investment Group
California
$463K -$75.8K -337 -14%
KL
1357
KWMG LLC
Kansas
$463K -$11.2K -50 -2%
BWA
1358
BDO Wealth Advisors
Florida
$463K
CGFA
1359
Colton Groome Financial Advisors
North Carolina
$461K -$14.4M -64,035 -97%
OSAM
1360
O'Shaughnessy Asset Management
Connecticut
$461K +$16.9K +75 +4%
HIIFS
1361
Harel Insurance Investments & Financial Services
Israel
$460K
YWP
1362
YorkBridge Wealth Partners
New York
$459K
PCM
1363
Pinz Capital Management
New York
$459K +$337K +1,500 +300%
MSA
1364
Marino Stram & Associates
Massachusetts
$459K +$449K +1,999 New
SCM
1365
SCS Capital Management
Massachusetts
$459K +$450K +2,000 New
RVPG
1366
Relative Value Partners Group
$458K
CCP
1367
Cardan Capital Partners
Colorado
$456K
SSWM
1368
Smith Salley Wealth Management
North Carolina
$456K
OFG
1369
Omega Financial Group
California
$454K +$67.5K +300 +18%
HFAS
1370
Hummer Financial Advisory Services
Illinois
$453K
FFG
1371
Frisch Financial Group
New York
$451K -$54.6K -243 -11%
CWM
1372
Cahaba Wealth Management
Georgia
$449K -$798K -3,549 -64%
YIH
1373
Y-Intercept (HK)
Hong Kong
$448K +$40.5K +180 +10%
EWM
1374
Executive Wealth Management
Michigan
$447K +$57.6K +256 +15%
WMA
1375
Wealth Management Associates
New Jersey
$447K +$230K +1,022 +110%

IWM Hedge Fund Activity: Q2 2021 in Review

1,822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2021, worth a combined $75.2B — up 3.1% from $72.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new IWM positions and 110 closed out — a net gain of 28 holders — while 774 added to existing stakes and 632 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $593M. The largest seller was JP Morgan Chase, cutting an estimated $543M.

  • 1,822 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2021, up from 1,820 in Q1 2021.
  • Funds reported $75.2B of iShares Russell 2000 ETF stock for Q2 2021, up 3.1% quarter-over-quarter.
  • 138 funds opened new iShares Russell 2000 ETF positions in Q2 2021 and 110 closed out, a net change of +28 holders.
  • The largest iShares Russell 2000 ETF buyer in Q2 2021 was Royal Bank of Canada, an estimated $593M added.
  • The largest iShares Russell 2000 ETF seller in Q2 2021 was JP Morgan Chase, an estimated $543M sold.

Based on aggregated 13F filings for Q2 2021.